---
title: How to reset an Active Plan back to a Draft
description: "There are many reasons you may need to move a plan back to the \"Draft\" state."
---

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# How to reset an Active Plan back to a Draft

## There are many reasons you may need to move a plan back to the "Draft" state.

- Company administrators, supervisors, and employees all have access to BalancedResults.
- Only company administrators can access "Admin Actions" on the Initial Approvals/Plan Activation Page and move the plan back to "Draft."
- Employees can only view Active and Complete plans, so moving it to a Draft state will remove the employee's access to the plan.

1. Click on the **name of the employee** whose Plan you need to reset to a Draft state.  
   ![](https://knowledge.balancedcomp.com/hs-fs/hubfs/image-png-Jul-26-2023-06-13-10-9708-PM.png?width=655&height=346&name=image-png-Jul-26-2023-06-13-10-9708-PM.png)
2. Click on the **Active Plan** for the employee on the screen that appears.  
   ![](https://knowledge.balancedcomp.com/hs-fs/hubfs/image-png-Jul-26-2023-06-21-01-4900-PM.png?width=688&height=315&name=image-png-Jul-26-2023-06-21-01-4900-PM.png)
3. Click on **Initial Approvals**. If your company doesn't require Initial Approvals, this tab will be entitled **Plan Activation**.![](https://knowledge.balancedcomp.com/hs-fs/hubfs/image-png-Jul-26-2023-06-27-14-5869-PM.png?width=688&height=298&name=image-png-Jul-26-2023-06-27-14-5869-PM.png)
4. Click on **Admin Actions**.![](https://knowledge.balancedcomp.com/hs-fs/hubfs/image-png-Jul-26-2023-06-54-26-1636-PM.png?width=688&height=269&name=image-png-Jul-26-2023-06-54-26-1636-PM.png)
5. Click on **Override Back To Draft**.![](https://knowledge.balancedcomp.com/hs-fs/hubfs/image-png-Jul-26-2023-06-58-46-4089-PM.png?width=688&height=260&name=image-png-Jul-26-2023-06-58-46-4089-PM.png)
6. A modal will appear asking if you are sure you want to do this. Select **"Yes, Please!"** to override back to draft. ![Step 6. Click Yes\_cropped](https://knowledge.balancedcomp.com/hs-fs/hubfs/Step%206.%20Click%20Yes_cropped.png?width=688&height=333&name=Step%206.%20Click%20Yes_cropped.png)

 

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